HDFC Flexi Cap Fund vs SBI Flexicap Fund compare

HDFC Flexi Cap Fund vs SBI Flexicap Fund compare

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HDFC Flexi Cap Fund - Growth Plan

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SBI Flexicap Fund - REGULAR PLAN -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Fund	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹80642 Cr	₹22117 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Jan 1995	29 Sep 2005
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500 TRI
Turn Over	42.17%	55%
Expense Ratio	1.42	1.67
Manager	Dhruv Muchhal	Pradeep Kesavan
ISIN Code	INF179K01608	INF200K01222
Exits Load	HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month	0.78%	-0.4%
6 Month	11.94%	8.93%
1 Year	7.31%	-2.02%
3 Year	23%	13.15%
5 Year	27.25%	17.91%

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month	3.1%	2.44%
1 Year	11.2%	4.08%
3 Year	21.47%	11.84%
5 Year	23.19%	12.86%

Rolling Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year	18.14%	12.42%
3 Year	19.11%	12.86%
5 Year	18.88%	13.05%

Risk Management

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation	11.30%	10.98%
Sharp	1.36%	0.66%
Beta	0.81%	0.83%
Alpha	7.13%	-1.9%

Fund Managers

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Name	Dhruv Muchhal	Pradeep Kesavan
Total AUM	₹520687 Cr	₹434274 Cr
Funds Managed	40	43
	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option

Market Cap

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	11.84	13.76
Large Cap	74.89	63.44
Mid Cap	3.41	11.58
Small Cap	9.86	11.22

Sector Allocation

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	9.03	7.26
Communication Services	2.93	4.96
Energy	0.93	4.99
Technology	4.85	5.51
Consumer Cyclical	16.85	12.16
Industrials	4.88	11.11
Basic Materials	5.94	10.92
Financial Services	40.06	37.15
Real Estate	2.69	-
Healthcare	9.05	2.04
Utilities	2.09	1.77
Consumer Defensive	0.71	2.14

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